J P MORGAN EXCHANGE TRADED F (JQUA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
463
Reporting holders
$5.5B
Reported value
0.0%
Held as options
+26
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Savant Capital, LLC | $906.7M | 12,544,726 | 2.66% | 12q | +9.9%+$81.5M |
| LPL Financial LLC | $254.4M | 3,519,434 | 0.06% | 26q | -12.7%-$37.1M |
| Sage Mountain Advisors LLC | $210.4M | 2,910,657 | 12.94% | 16q | -1.9%-$4.1M |
| Focus Partners Wealth | $190.4M | 2,634,467 | 0.20% | 8q | +28.3%+$42.0M |
| ST GERMAIN D J CO INC | $138.7M | 1,918,286 | 4.99% | 12q | HELD |
| JPMORGAN CHASE & CO | $133.2M | 1,858,109 | 0.01% | 21q | +15.6%+$17.9M |
| MORGAN STANLEY | $130.8M | 1,809,452 | 0.01% | 28q | -2.4%-$3.2M |
| RAYMOND JAMES FINANCIAL INC | $117.1M | 1,620,104 | 0.03% | 7q | -1.0%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $100.1M | 1,385,216 | 0.01% | 30q | HELD |
| Savvy Advisors, Inc. | $95.0M | 1,314,796 | 2.02% | 11q | -0.7%-$656.2K |
| Facet Wealth, Inc. | $91.7M | 1,268,937 | 1.31% | 10q | HELD |
| Quadcap Wealth Management, LLC | $91.1M | 1,260,449 | 8.86% | 11q | +1.2%+$1.1M |
| Cetera Investment Advisers | $86.3M | 1,194,066 | 0.08% | 13q | +15.7%+$11.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $76.0M | 1,051,811 | 0.04% | 20q | -16.7%-$15.2M |
| EP Wealth Advisors, LLC | $74.1M | 1,025,040 | 0.28% | 8q | +358.2%+$57.9M |
| LVZ, Inc. | $73.4M | 1,015,715 | 7.46% | 6q | HELD |
| Hughes Financial Services, LLC | $73.1M | 1,011,274 | 9.69% | 6q | +6.0%+$4.2M |
| Avidian Wealth Enterprises, LLC | $70.9M | 980,654 | 1.96% | 13q | +3.2%+$2.2M |
| MIDLAND WEALTH ADVISORS, LLC | $70.4M | 973,572 | 3.31% | 11q | -1.4%-$989.7K |
| RVW Wealth, LLC | $68.9M | 952,795 | 4.53% | 25q | +3.8%+$2.5M |
| UMB Bank, n.a. | $65.2M | 901,926 | 0.83% | 4q | +4.2%+$2.6M |
| OSAIC HOLDINGS, INC. | $64.8M | 896,995 | 0.08% | 26q | +3.0%+$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $63.2M | 874,194 | 0.01% | 28q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $56.6M | 782,659 | 0.07% | 26q | +5.3%+$2.9M |
| Federation des caisses Desjardins du Quebec | $56.0M | 774,472 | 0.17% | 12q | -1.4%-$795.9K |
| TFC Financial Management, Inc. | $55.2M | 764,173 | 6.12% | 12q | +2.5%+$1.3M |
| Warren Street Wealth Advisors, LLC | $50.3M | 695,856 | 11.22% | 4q | +2.5%+$1.2M |
| Vertex Planning Partners, LLC | $49.7M | 688,073 | 7.38% | 14q | +10.8%+$4.8M |
| Kestra Advisory Services, LLC | $49.4M | 683,750 | 0.16% | 13q | -4.8%-$2.5M |
| Intellus Advisors LLC | $41.2M | 570,632 | 5.01% | 6q | -1.1%-$438.0K |
| Equitable Holdings, Inc. | $41.0M | 567,142 | 0.24% | 15q | +1.3%+$527.9K |
| Goldstone Financial Group, LLC | $40.2M | 556,388 | 3.68% | 13q | -4.1%-$1.7M |
| Spectrum Wealth Advisory Group, LLC | $38.7M | 535,194 | 11.02% | 8q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $35.7M | 494,295 | 0.45% | 11q | +3.1%+$1.1M |
| HARBOUR INVESTMENTS, INC. | $33.3M | 460,857 | 0.45% | 15q | -1.8%-$607.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.3M | 459,444 | 0.06% | 7q | -13.4%-$5.2M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $32.4M | 477,482 | 2.20% | 23q | +94.2%+$15.7M |
| Breakwater Capital Group | $32.1M | 444,100 | 3.85% | 15q | +1.1%+$364.0K |
| Baker Avenue Asset Management, LP | $31.9M | 441,326 | 0.60% | 26q | +0.7%+$212.2K |
| SIGNATUREFD, LLC | $31.8M | 439,499 | 0.42% | 13q | -14.0%-$5.2M |
| HEMMING& WEALTH MANAGEMENT, INC. | $31.5M | 435,713 | 19.17% | 3q | -1.6%-$514.9K |
| NewEdge Advisors, LLC | $31.2M | 431,073 | 0.09% | 13q | -1.2%-$368.1K |
| One Capital Management, LLC | $30.1M | 491,596 | 0.84% | 17q | HELD |
| HighTower Advisors, LLC | $28.3M | 392,158 | 0.03% | 13q | +2.1%+$577.4K |
| Strategent Financial, LLC | $27.5M | 381,137 | 15.87% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $27.2M | 384,142 | 0.01% | 10q | +11.8%+$2.9M |
| Sanchez Wealth Management Group | $27.1M | 375,076 | 4.75% | 10q | +3.0%+$798.0K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $26.8M | 371,322 | 6.77% | 7q | +1.9%+$492.6K |
| Stratos Wealth Partners, LTD. | $25.3M | 349,995 | 0.25% | 14q | +13.2%+$2.9M |
| Dynamic Advisor Solutions LLC | $25.2M | 348,347 | 0.71% | 14q | +7.5%+$1.8M |
| WELLS FARGO & COMPANY/MN | $25.1M | 347,557 | 0.00% | 20q | -52.6%-$27.9M |
| Roof Eidam Maycock Peralta, LLC | $24.8M | 343,162 | 4.89% | 22q | -4.9%-$1.3M |
| Tull Financial Group, Inc. | $24.2M | 335,421 | 9.49% | 8q | HELD |
| Geneos Wealth Management Inc. | $24.0M | 331,532 | 0.49% | 14q | +8.5%+$1.9M |
| Ameritas Advisory Services, LLC | $23.0M | 318,031 | 0.46% | 12q | +99.0%+$11.4M |
| Rockefeller Capital Management L.P. | $23.0M | 317,843 | 0.04% | 13q | HELD |
| Cerity Partners LLC | $20.8M | 288,029 | 0.03% | 8q | +1.0%+$205.0K |
| KELLY FINANCIAL GROUP LLC | $19.5M | 270,282 | 4.34% | 7q | HELD |
| REDW Wealth LLC | $19.5M | 269,822 | 6.99% | 24q | -7.6%-$1.6M |
| ROYAL BANK OF CANADA | $19.0M | 262,677 | 0.00% | 26q | -13.8%-$3.0M |
| Cornerstone Wealth Management, LLC | $18.6M | 257,203 | 0.80% | 17q | +23.6%+$3.5M |
| Mason & Associates Inc | $17.9M | 247,077 | 2.88% | new | NEW |
| Modern Wealth Management, LLC | $17.2M | 237,625 | 0.20% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $17.1M | 236,360 | 0.03% | 18q | -1.4%-$237.3K |
| D'Orazio & Associates, Inc. | $16.6M | 230,194 | 1.93% | 10q | -7.3%-$1.3M |
| Private Advisor Group, LLC | $16.5M | 227,621 | 0.08% | 13q | +51.6%+$5.6M |
| Marks Group Wealth Management, Inc | $16.3M | 224,884 | 1.42% | 3q | +8.2%+$1.2M |
| Sanctuary Advisors, LLC | $15.9M | 220,248 | 0.07% | 9q | +13.4%+$1.9M |
| Beacon Pointe Advisors, LLC | $15.7M | 216,733 | 0.07% | 5q | -2.8%-$451.5K |
| Per Stirling Capital Management, LLC. | $15.3M | 211,334 | 1.45% | 9q | HELD |
| Plan Group Financial, LLC | $15.1M | 208,959 | 3.11% | 4q | +24.8%+$3.0M |
| PETRA FINANCIAL ADVISORS INC | $15.0M | 206,837 | 6.93% | 15q | +5.0%+$709.0K |
| Weil Company, Inc. | $14.7M | 203,625 | 2.59% | 10q | +7.2%+$991.2K |
| Allworth Financial LP | $14.6M | 201,492 | 0.06% | 11q | -10.7%-$1.8M |
| Alpha Zero LLC | $14.5M | 201,527 | 5.51% | 7q | +12.8%+$1.7M |
| STIFEL FINANCIAL CORP | $13.7M | 188,900 | 0.01% | 14q | +1.3%+$178.8K |
| Prism Advisors, Inc. | $13.6M | 187,945 | 3.30% | 16q | HELD |
| Integrated Wealth Concepts LLC | $12.9M | 179,045 | 0.06% | 12q | +3.6%+$444.2K |
| Merit Financial Group, LLC | $12.7M | 175,098 | 0.04% | 10q | +36.1%+$3.4M |
| Ledyard National Bank | $12.4M | 170,884 | 0.99% | 13q | -1.9%-$235.3K |
| WOODMONT INVESTMENT COUNSEL LLC | $12.3M | 169,718 | 0.67% | 6q | +8.4%+$946.3K |
| True North Advisors, LLC | $12.1M | 167,310 | 1.16% | 3q | HELD |
| J.W. COLE ADVISORS, INC. | $11.9M | 164,746 | 0.20% | 17q | -3.0%-$364.8K |
| Perigon Wealth Management, LLC | $11.2M | 155,493 | 0.18% | 13q | -0.5%-$58.5K |
| SEAMOUNT FINANCIAL GROUP INC | $11.2M | 155,205 | 4.52% | 11q | HELD |
| Summit Financial, LLC | $10.6M | 147,258 | 0.12% | 4q | +87.5%+$5.0M |
| BENJAMIN EDWARDS INC | $10.0M | 138,425 | 0.09% | 8q | +1.5%+$147.9K |
| Farther Finance Advisors, LLC | $10.0M | 138,391 | 0.08% | 14q | +13.3%+$1.2M |
| Fifth Third Wealth Advisors LLC | $10.0M | 137,850 | 0.28% | 2q | +2221.5%+$9.5M |
| MBA Advisors LLC | $9.7M | 133,585 | 3.25% | 12q | -1.3%-$127.8K |
| Navalign, LLC | $9.5M | 131,050 | 2.21% | 3q | HELD |
| Clarus Wealth Advisors | $9.3M | 129,822 | 3.58% | 10q | -3.8%-$363.8K |
| Able Wealth Management LLC | $9.3M | 128,167 | 2.13% | 11q | -43.6%-$7.2M |
| Aprio Wealth Management, LLC | $9.0M | 125,101 | 0.45% | 2q | +742.0%+$8.0M |
| Tenzing Financial LLC | $8.9M | 122,984 | 6.10% | 3q | -0.8%-$72.9K |
| Onyx Bridge Wealth Group LLC | $8.8M | 122,406 | 0.80% | 12q | -0.8%-$67.7K |
| Focus Financial Network, Inc. | $8.5M | 117,142 | 0.26% | 10q | +5.8%+$467.9K |
| LAWOOD & CO | $8.4M | 116,653 | 5.71% | 3q | -3.2%-$280.4K |
| Waterway Wealth Management, LLC | $8.2M | 143,990 | 1.67% | 4q | -54.6%-$9.8M |
| Columbus Macro, LLC | $8.1M | 112,039 | 0.79% | 5q | +31.1%+$1.9M |
Showing the largest 100 of 477 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 463 | $5.5B | 76,293,148 | 55 | 132 | 158 | 0.0% |
| Q1 2026 | 437 | $4.5B | 73,478,503 | 35 | 154 | 149 | 0.0% |
| Q4 2025 | 434 | $5.1B | 80,985,500 | 42 | 144 | 137 | 0.0% |
| Q3 2025 | 390 | $4.9B | 77,933,168 | 42 | 137 | 127 | 0.0% |
| Q2 2025 | 381 | $4.3B | 72,301,628 | 42 | 165 | 107 | 0.0% |
| Q1 2025 | 359 | $3.9B | 68,603,218 | 37 | 163 | 93 | 0.0% |
| Q4 2024 | 356 | $3.7B | 64,978,395 | 49 | 115 | 118 | 0.0% |
| Q3 2024 | 299 | $3.7B | 65,230,699 | 42 | 129 | 84 | 0.0% |
| Q2 2024 | 286 | $3.2B | 60,621,834 | 39 | 132 | 71 | 0.0% |
| Q1 2024 | 256 | $3.4B | 64,811,501 | 42 | 118 | 63 | 0.0% |
| Q4 2023 | 229 | $3.1B | 63,950,852 | 48 | 106 | 43 | 0.0% |
| Q3 2023 | 180 | $2.1B | 47,656,847 | 34 | 84 | 36 | 0.0% |
| Q2 2023 | 152 | $1.4B | 32,757,956 | 44 | 67 | 23 | 0.0% |
| Q1 2023 | 115 | $989.4M | 24,373,977 | 31 | 47 | 24 | 0.0% |
| Q4 2022 | 88 | $502.9M | 12,971,808 | 21 | 29 | 20 | 0.0% |
| Q3 2022 | 84 | $568.0M | 16,204,374 | 14 | 39 | 17 | 0.0% |
| Q2 2022 | 80 | $293.6M | 7,886,410 | 14 | 28 | 26 | 0.0% |
| Q1 2022 | 81 | $331.8M | 7,728,533 | 15 | 24 | 25 | 0.0% |
| Q4 2021 | 76 | $324.7M | 7,144,459 | 9 | 28 | 18 | 0.0% |
| Q3 2021 | 68 | $282.1M | 6,887,044 | 10 | 27 | 17 | 0.0% |
| Q2 2021 | 62 | $251.7M | 6,156,555 | 12 | 23 | 14 | 0.0% |
| Q1 2021 | 57 | $331.1M | 8,771,522 | 12 | 19 | 18 | 0.0% |
| Q4 2020 | 47 | $357.8M | 10,005,064 | 6 | 17 | 16 | 0.0% |
| Q3 2020 | 47 | $349.6M | 10,759,716 | 9 | 13 | 22 | 0.0% |
| Q2 2020 | 40 | $271.9M | 8,937,501 | 13 | 13 | 9 | 0.0% |
| Q1 2020 | 33 | $154.1M | 6,041,618 | 17 | 8 | 1 | 0.0% |
| Q4 2019 | 20 | $98.8M | 3,155,735 | 7 | 5 | 5 | 0.0% |
| Q3 2019 | 17 | $79.4M | 2,702,947 | 9 | 2 | 4 | 0.0% |
| Q2 2019 | 9 | $46.2M | 1,605,928 | 4 | 3 | 1 | 0.0% |
| Q1 2019 | 9 | $33.7M | 1,195,217 | 4 | 2 | 0 | 0.0% |
| Q4 2018 | 5 | $25.5M | 1,027,756 | 0 | 0 | 0 | 0.0% |